Life Events: Investing for an Education

Life happens. Will you be ready?
Throughout your investing life, you're going to experience life events — some planned, some not — that will affect your finances.
We're here to help you prepare for those critical times of financial change.

Investing for a child's education

Investing for a child's future college expenses may be one of your top financial goals, but planning can be a challenge. These resources can help.
Keep in mind:
Assess your timeline and needs
Estimate the projected college costs
Decide on the percentage you want to pay
Establish a goal so you can measure your progress

Preferred Rewards

Preferred Rewards lets you enjoy real benefits and rewards on your Merrill Edge® investment and Bank of America® banking accounts. As your balances grow, so do your benefits.

Getting started
with FAFSA
(Free Application
for Federal
Student Aid)

Planning for the
costs of higher
education

529 Plan State Tax Calculator

This tool will calculate your potential state-tax savings with a 529 college savings plan.

College Planning Calculator

Estimate the costs of a college education and the monthly savings needed to pursue your goal.
Ready to get started?
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Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge® nor its Financial Solutions Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.

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